Filed June 23, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $27,733 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS FINANCIAL N.A. Service code 15 ATTENTION TRUST OPERATIONS · ST. PAUL, MN 55164 | Recordkeeping | $11,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,566 | $46,173-49.0% | $170,442-86.2% | $69,631-66.2% |
| Participation rate | 69.1% | 63.9%+5.2pp | 83.6%-14.5pp | 70.7%-1.6pp |
| Annual return | 12.08% | 21.62%-9.5pp | 205.93%-193.9pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $580 | $1,610-64.0% | $5,433-89.3% | $2,032-71.5% |
| Participant deferral / active EE | $934 | $2,080-55.1% | $4,939-81.1% | $3,224-71.0% |
| Admin fee / account holder | $194 | $116+67.5% | $13,880-98.6% | $110+75.8% |